Compare Hubly and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (100.0% of reviews)
Small-Business (92.0% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
Hubly
Star Rating
(10)4.9 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about HublyRedtail Technology
Star Rating
(268)4.3 out of 5
Market Segments
Small-Business (92.0% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Redtail Technology excels in providing a user-friendly interface, making it easy to access client information and create reports. Users appreciate the simplicity of the platform, which allows them to manage KYC information and take meeting notes efficiently.
- Users say Hubly stands out for its dynamic workflow capabilities, which help redefine client onboarding processes. Reviewers highlight the effectiveness of the Hub Feed in keeping track of ongoing tasks, ensuring that no client interactions fall through the cracks.
- According to verified reviews, Redtail Technology has a strong reputation for its customer support, with users noting the helpfulness of staff members like Curtis and Aubrey. This level of support contributes to a positive overall experience, as users feel supported in their daily operations.
- Reviewers mention that Hubly's integration with other CRMs, particularly Redtail, enhances its usability. Users appreciate the ease of managing teams and tracking activities, which streamlines their workflow and keeps them organized.
- G2 reviewers highlight that while Redtail Technology has a solid overall score, it faces challenges in automation features compared to Hubly. Users note that Hubly's automation capabilities are more robust, allowing for better task management and efficiency in daily operations.
- Users express that Redtail Technology, despite its strengths, has a higher learning curve for some features compared to Hubly. While Redtail offers a wealth of features, some users find that Hubly's straightforward approach makes it easier to get started and stay on task.
Pricing
Entry-Level Pricing
Hubly
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Hubly
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.5
7
8.6
186
Ease of Use
9.4
8
8.6
208
Ease of Setup
Not enough data
8.4
118
Ease of Admin
Not enough data
8.7
62
Quality of Support
10.0
7
8.7
176
Has the product been a good partner in doing business?
Not enough data
9.0
64
Product Direction (% positive)
10.0
8
8.4
187
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
9.0
7
7.1
108
Platform Additional Functionality
8.6
6
7.5
102
9.7
6
8.7
118
Not enough data
7.9
96
8.9
6
7.6
101
6.7
6
6.6
80
Platform Reporting and Analytics
Not enough data
7.9
95
Not enough data
6.9
78
Customer Support
9.7
5
8.4
97
9.7
5
8.0
98
8.9
6
8.1
102
Not enough data
7.9
94
Marketing Automation
Not enough data
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Sales Force Automation
7.7
5
6.9
83
9.7
6
8.2
101
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.2
18
Categories
Categories
Shared Categories
Hubly and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Hubly has no unique categories
Reviews
Reviewers' Company Size
Hubly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
100.0%
‐
‐
‐
‐
Other
0.0%
Financial Services
86.8%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.6%
Alternatives
Discussions
Hubly has no discussions with answers
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
Redtail Technology has no more discussions with answers
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